Hybrid Client Relationship Manager, Group Benefits

The Hartford; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

The Hartford is seeking a Client Relationship Manager to operate in the NY state market from Buffalo to NYC, with travel within NY/NJ/CT. The role focuses on retaining and expanding a defined book of business (500-4,999 lives) and serving as the primary liaison among clients, brokers, and internal partners.

The position offers hybrid work options and requires the ability to manage multiple priorities while delivering outstanding client service and growth across disability and life group benefits.

Qualifications

• 2+ years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
• Must obtain and maintain the Group Life & Health license within 60 days / including CE requirements.
• Ability to facilitate meetings and/or present to groups of varying sizes.
• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint.
• Excellent verbal and written communication skills.
• Highly organized, detail oriented and able to manage multiple priorities at once.
• Ability to build rapport and develop/maintain strong relationships with internal/external partners.
• Ability to work independently.
• Demonstrates good leadership skills.
• Frequent travel within the NYS territory is required.

Responsibilities

• Proactively support your clients through stewardship meetings.
• Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs.
• Make recommendations for changing where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape. Identifies and coordinates annual enrollment activity/communication requirements.
• Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive.
• Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff.
• Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate.
• Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time.
• Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate.
• Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.

Skills

Group Benefits exp

Education

Group Life & Health license

Tools

MS Office

Job description

The Hartford is seeking a Client Relationship Manager to operate in the NY state market from Buffalo to NYC, with travel within NY/NJ/CT. The role focuses on retaining and expanding a defined book of business (500-4,999 lives) and serving as the primary liaison among clients, brokers, and internal partners.

The position offers hybrid work options and requires the ability to manage multiple priorities while delivering outstanding client service and growth across disability and life group benefits.